Transcript of Earnings Conference Call held on July 29, 2026 is enclosed herewith.

SUPREME PETROCHEM tTD Regd. Office Solitaire Corporate Park, Building No. 11, 5th Floor, 167, Guru Hargovindji Marg' Andheri-Ghatkopar Link Road, Chakala, Andheri (East), Mumbai4O0 093. INDIA @ :91-22-6709',l900 Fax -022-4OOS 5681 CIN:123200MH1989P1C054633 Website : wwwsupremepetrochem.com r Email : corporate@spl.co.in Refi CFA/CS/86/AGM 37 12026-2027 Date: August 4,2026 BSE Limited National Stock Exchange of India Ltd Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex 1't Floor, Dalal Street, Bandra East, Mumbai - 400 001 Mumbai - 400 051 Scrip Code - 500405 Symbol - SPLPETRO Dear Sir/Madam, Sub: Transcrint of Earnings Conference Call of Sunreme Petrochem Ltd ('The ComDanY') Ilef: Resulation 30 of Securities and Exchanee Board of India (Listine Oblieations & Disclosure Requirements) Reeulations. 2015 ('Listins Resulations') please refer our letter dated July 23,2026,wherein we had informed that Earnings Conference Call of the Company willbe held on luly 29,2026to discuss QllFY2026-27 earnings. In this regard, pursuant to Regulation 30 of Listing Regulations, Transcript of the Conference Call is enclosed herewith. This intimation along with the transcript will also be uploaded on the website of the Company at www.suoremeoetroc hem.com This is for your information and record. Thanking you Yours faithfully, For Supreme Petrochem Ltd SPL r D rL A.V.P (Legal) & ComPanY SecretarY Encl: ala EUREAU VERIIAS {ar gm Csrtilicalion lilDrAilcuSToils Certificato No. lNAAACS7249C3F258 Supreme Petrochem Limited Q1 FY27 Earnings Conference Call luly 29,2O26 Moderator: Ladies and gentlemen, good day and welcome to the Q1 and FY27 conference call of Supreme Petrochem Limited. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the call, please signal an operator by pressing "'r'", then "0" on your touch- tone phone. I now hand the conference over to Ms. Purvangi Jain from Valorem Advisors' Thank you and over to you, ma'am. Purvangi Jain: Thank you. Good evening, everyone' And a very warm welcome to all of you My name is purvangi Jain from Valorem Advisors. We represent the investor relations of Supreme Petrochem Limited. On behalf of the company, I would like to thank you all for participating in the company's earnings call for the 1st Quarter of the financialyear 2027. Before we begin, let me mention a quick cautionary statement. Some of the statements made in today's earnings call may be forward-looking in nature. Such forward-looking statements are subject to risk and uncertainties, which could cause actual results to differ from those anticipated. Such statements are based on management's belief as well as assumptions made by and information currently available to the management' Audiences are cautioned not to place any undue reliance on these forward-looking statements in making any investment decisions. The purpose of today's earnings conference call is purely to educate and bring awareness about the company's fundamental business and financial performance for the quarter under review. Now, let me introduce you to the Management participating with us in today's Earnings Call. We have with us Mr. Rakesh Nayyar - Executive Director and CFO, Mr. Dilip Deole - A'V'P of Finance and Accounts, and Mr' D' N. Mishra - Company Secretary' Without any delay, I request Mr. Rakesh Nayyar to start with his opening remarks' Thank you and over to you, sir. Rakesh Nayyar: Thank you, Purvangi. Good afternoon, everyone. lt's a pleasure to welcome you to the Earnings Conference Call for the 1't Quarter of FY 2027. Page 1 of 13 On a standalone basis, the revenue from the operations for the 1st Quarter stood at INR 1693 crores, reflecting a growth of 22% year-on-year basis. The revenue growth despite lower volume sales is mainly on account of significant increase in the raw material prices due to conflict in West Asia. The operating EBITDA stood at INR 331 crores, reflecting a strong growth of I88% year-on- year, with operating EBITDA margins improving lo 19.53%. The total EBITDA, including other incomes, stood at INR 348 crores, with margins of 20.3%. The net profit after tax was at INR 236 crores, with a pAT margin of t3.96% for the quarter. Wider delta in the international markets between Styrene Monomer and downstream products have benefitted the results' On the operational front, the sales volume of manufactured products stood at 70,842 metric tons during the 1st Quarter, as compared to 93,853 metric tons in the corresponding quarter of thepreviousyear.Thus,therewasadecline of 24.5% inthisquarterandthesalesvolumes of the company. The decline in volumes was primarily on account of negligible exports due to West Asia crisis and subdued demand from the non-OEM segment in this quarter. During the quarter, geopolitical tensions in West Asia and the disruptions of cargo movement through the Strait of Hormuz led to significant interruption in liquid and container shipments from the Gulf region. ln addition, all three styrene plants in the region, which are amongst the company's traditional suppliers, suspended their operations due to safety reasons, creating significant supply chain challenges. Company established alternate supply arrangements and was able to meet the entire requirement of its domestic customers without any interruption. However, exports were minimal due to reduced availability of styrene monomers and significant increase in freight rates, reduced shipping availability and longer voyage time. On the raw material front, styrene monomer prices in the international markets remained elevated during most of the quarter and softened briefly towards the end of June. However, the renewed escalation of hostilities in West Asia has once again resulted in increase in styrene monomer prices. Further, the temporary suspension of import duties on commodity polymers introduced to offset the impact of high import costs led to unnecessarily increased imports resulting in erosion of market share for domestic producers. With regard to our expansion projects, we have successfully completed the phase 2 expansion of our EPS capacity. We have also initiated projects for a new line of wide-width EPS board with a capacity of 150,000 cubic meters along with the expansion of our compounding capacity from 50,000 Page 2 of 13 tons per annum to 80,000 tons per annum. These will be commissioned by June 2027.|n addition, the board has approved installation of a new 80,000 tons per annum polystyrene production line at its Amdoshi complex in Maharashtra. The project is expected to be completed by December 2028 and will increase the company's total installed polystyrene capacity from 3,00,000 tons per annum to 3,80,000 tons per annum. Total estimated investment on above projects is lNR. 450 crores which will be funded entirely through internal accruals' With this, I conclude my opening remarks. We now open the floor for question-and-answer session. Thank you. Moderator Thank you very much. Ladies and gentlemen, we will wait for a moment while the question queue assembles. The first question is from Nirav Jamudia from Anvil Wealth' Please go ahead. Nirav Jamudia: Good afternoon. I have a few questions to ask. The first is on the opening remarks where you mentioned that there were some of the styrene plants, big styrene plants suspended their operations due to safety reasons. I just wanted to understand from you, on the demand side, how was the situation where the customers were willing to take the material at a higher price because, let's say, there was a disruption in terms of availability of raw material' How was the import situation in the recent months in the domestic market? Rakesh Nayyar: As I said in my opening remarks, the demand from the non- OEM segment was very subdued' Almost 50% demand from the non-OEM segment had evaporated in this qu [Showing first 8,000 characters — download PDF for full document]